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 The Equity Desk Forum :Investment Ideas - Creating winning portfolios! :Stock Synopsis
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tyler_durden
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Quote tyler_durden Replybullet Topic: Modern dairies
    Posted: 16/Feb/2007 at 5:29pm
they re into the business of dairy products + packaged food + processing

cmp 25

52 wk high 35

P/E = 4.2

book value = 22

eps = 5.87

mcap = 22 crore

its a subsdiary of modern steels i think

eps has gradually increased over a period of time...

Rate of return on eps is about 23% ...

basant ji ur views!!!

Edited by tyler_durden - 16/Feb/2007 at 5:38pm
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basant
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Quote basant Replybullet Posted: 16/Feb/2007 at 5:49pm
No idea on these micro caps.Maybe someone else might be able to help with business and management.For such small companies fundamentals do not matter as the other two things.
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omshivaya
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Quote omshivaya Replybullet Posted: 16/Feb/2007 at 6:02pm
By the looks of it, seems tempting.
 
I would like to know a few more details before I see it as really tempting;
 
1) Can you please provide how much market share it has nationally?
2) Who is the major competitor of this company?
3) What is the expected growth rate of the industry it is in?
4) How much %age stake do the promoters have?
5) How much do the FII hold as %age?
6) What has the CAGR in EPS been for past 3 years?
 
 
Thanks in advance for your answers tyler ji.
The most important quality for an investor is temperament,not intellect.A temperament that neither derives great pleasure from being with the crowd nor against it
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tyler_durden
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Quote tyler_durden Replybullet Posted: 16/Feb/2007 at 6:48pm
Year     2006/03     2005/03     2004/03     2003/03     2002/03
Sales     91.73     90.93     115.96     115.2     103.59
Var %     0.88     -21.59     0.66     11.21     
PAT     6.54     1.19     2.65     2.28     0.68
     
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tyler_durden
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Quote tyler_durden Replybullet Posted: 16/Feb/2007 at 6:48pm
Return on Total Assets (ROTA) 9.02%
Return on capital employed (ROCE) 11.92%
Net profit margin 6.65%
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tyler_durden
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Quote tyler_durden Replybullet Posted: 16/Feb/2007 at 6:49pm
PEERS
Nestle
glaxo smithkline
heritage food
milkfood etc
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tyler_durden
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Quote tyler_durden Replybullet Posted: 16/Feb/2007 at 6:59pm
baki questions ke answers i am also trying to find....ll post em asap
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omshivaya
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Quote omshivaya Replybullet Posted: 16/Feb/2007 at 8:08pm

Well, no answered already. Doesn't look so tempting now. Thanks anyway. ROCE is very low and the competitors have better brand-recall than this one. Good luck anyway.

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